AccountRight recurring transactions in manual reconciliation

Thank you Genreve,

Clearing cache does not help. Here is the process:

1. Select transaction from "Unmarked Transactions" window

2. Click Add Transaction

3. Choose "Use Recurring"

4. A new window opens over the original transaction window

5. I enter details and click "Record" and the window closes leaving the original one open

6. The transaction remains unchecked in the "Reconcile Accounts" window

7. I then go back and choose "Match Transaction" and choose the same transaction

8. The transaction still remains unchecked in the "Reconcile Accounts" window

9. I need to manually check the transaction

Hi SCan, 

Thank you for posting your concern in the forum. 

I understand how important reconciliation for a ledger file is. In my understanding, after creating a transaction to match one of the statement transactions this should automatically be marked checked in the window. May I get you to clear the cache of your AccountRight and try adding the transaction again to see if there are any notable differences? If this does not fix it, please send us screenshots of the issue and we'll investigate further. 

Let us know if you require any further assistance with this. We're happy to help.

Thanks,
Genreve

Hi SCan,

Thank you for sharing how you resolved the issue and providing a solution. If you have any more questions in the future, please don't hesitate to reach out, and we'll be delighted to assist you.

Regards,
Earl

This issue is still not resolved

Hi SCan,

Thanks for confirming and my apologies for the late response. If you have recurring transactions where the account number is missing in a line, this can lead to the failure of all recurring transactions. Consequently, you would need to delete and recreate all recurring transactions in such cases.

Please do let me know how you go on this.
Regards,
Earl

Thank you Earl. The account number is not missing in any transaction. The steps to the problem are outlined above. This would appear to be a bug. 

Hi SCan,

If it appears that this might be a software issue, I've sent you a private message to collect additional information. This will help us conduct a more thorough investigation to assist you further. 

Looking forward to hearing from you soon!
Regards,
Earl

Hello Earl, did you receiove my private message reply?

Hello  Earl. I still haven't heard anything back from you. It would be nice to get a solution, or at least some idea of what is going on, and also get an answer to the other question in my DM.